Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.609 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49150.14 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43225.95 Kr¶
PnL: ---------------------------------------> -1649.63 Kr¶
DD now: ---------------------------------> -7.474 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-22 13:52:28.595825'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | -2.180000 | 1514.010000 | 91.010000 | 6.400000 | 1423.000014 |
| Hennes & Mauritz B | 6 | 0.500000 | 921.480000 | 9.480000 | 1.040000 | 912.000000 |
| Nederman Holding | 1 | -0.490000 | 205.000000 | 6.000000 | 3.020000 | 199.000000 |
| JM | 7 | 2.410000 | 953.400000 | 3.400000 | 0.360000 | 950.000002 |
| Profoto Holding | 7 | -0.730000 | 572.600000 | -9.400000 | -1.620000 | 581.999999 |
| Atrium Ljungberg B | 5 | -1.000000 | 894.500000 | -9.500000 | -1.050000 | 904.000000 |
| Eastnine | 6 | -1.280000 | 646.800000 | -10.200000 | -1.550000 | 657.000000 |
| ASSA ABLOY B | 4 | -0.970000 | 979.200000 | -13.800000 | -1.390000 | 993.000000 |
| BioGaia B | 8 | -1.330000 | 888.800000 | -15.200000 | -1.680000 | 904.000000 |
| Biotage | 1 | -1.430000 | 131.100000 | -17.900000 | -12.010000 | 149.000000 |
| OX2 | 12 | -0.610000 | 885.600000 | -23.400000 | -2.570000 | 909.000000 |
| Creaspac SPAC | 40 | -0.210000 | 3808.000000 | -26.000000 | -0.680000 | 3834.000000 |
| AcadeMedia | 20 | -1.900000 | 947.600000 | -30.400000 | -3.110000 | 978.000000 |
| Investor B | 3 | -0.240000 | 627.300000 | -30.700000 | -4.670000 | 657.999999 |
| Bufab | 3 | -1.300000 | 1044.600000 | -31.400000 | -2.920000 | 1076.000001 |
| Sandvik | 4 | -0.730000 | 816.000000 | -32.000000 | -3.770000 | 848.000000 |
| Alimak Group | 12 | -0.850000 | 974.400000 | -32.600000 | -3.240000 | 1007.000004 |
| Vitrolife | 3 | -2.550000 | 641.400000 | -35.600000 | -5.260000 | 677.000001 |
| Vitec Software Group B | 2 | -0.740000 | 1068.000000 | -36.000000 | -3.260000 | 1104.000000 |
| Latour B | 4 | -1.210000 | 819.600000 | -36.400000 | -4.250000 | 856.000000 |
| Platzer Fastigheter Holding B | 12 | -0.130000 | 908.400000 | -42.600000 | -4.480000 | 951.000000 |
| Hoist Finance | 36 | -1.280000 | 968.400000 | -42.600000 | -4.210000 | 1010.999988 |
| Byggmax Group | 33 | -1.130000 | 924.000000 | -43.000000 | -4.450000 | 966.999990 |
| SKF B | 5 | -0.820000 | 936.750000 | -43.250000 | -4.410000 | 980.000000 |
| Addnode Group B | 7 | -1.280000 | 861.700000 | -43.300000 | -4.780000 | 904.999998 |
| Sagax B | 4 | -1.680000 | 841.200000 | -43.800000 | -4.950000 | 885.000000 |
| Hexatronic Group | 15 | -1.350000 | 1027.200000 | -43.800000 | -4.090000 | 1071.000000 |
| Sagax A | 4 | -0.940000 | 840.000000 | -46.000000 | -5.190000 | 886.000000 |
| INVISIO | 15 | -1.260000 | 3525.000000 | -47.000000 | -1.320000 | 3571.999995 |
| EQT | 4 | -0.240000 | 825.600000 | -47.400000 | -5.430000 | 873.000000 |
| Gränges | 10 | -2.700000 | 991.500000 | -47.500000 | -4.570000 | 1039.000000 |
| Catena | 2 | -0.890000 | 756.000000 | -50.000000 | -6.200000 | 806.000000 |
| HEXPOL B | 8 | 0.000000 | 887.200000 | -69.800000 | -7.290000 | 957.000000 |
| Orrön Energy | 170 | -1.330000 | 1949.050000 | -96.950000 | -4.740000 | 2045.999980 |
| Hexagon B | 26 | -1.360000 | 3292.900000 | -127.100000 | -3.720000 | 3420.000012 |
| VEF | 788 | -0.530000 | 1758.820000 | -144.180000 | -7.580000 | 1903.000300 |
| Sedana Medical | 93 | 1.230000 | 2592.840000 | -390.740000 | -13.100000 | 2983.577733 |
| TOTAL | 43225.950000 | -1649.630000 | -7.47399% | 44875.578016 |
Updated:¶
'2023-06-22 13:52:45.157588'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
